Workbooks
54 Case Studies
A Workbooks Case Study
APL Media, a London-based travel and lifestyle publisher, needed a CRM that could support its 35-strong sales team and join up sales with production and finance. Their legacy system only handled order processing, required printing orders for other departments, delivered poor reporting and weak data quality — costing roughly £18K a year in print and creating slow, opaque processes.
After a Shared Success workshop they chose Workbooks (over Salesforce) for its flexibility and partnership approach. Workbooks replaced paper with a single lead-to-cash system, enabled digital order signing, gave real-time visibility across sales and production, reduced lead times and freed staff time, and improved data quality for targeted email marketing — driving better response, revenue and measurable ROI while paving the way to integrate finance next.
Matt Midworth
Commercial Director